Alteryx Solutions for Retail & CPG

Automate analytics and improve decision outcomes across the entire value chain

 

Turn Siloed Retail & CPG Data into Enterprise-Scale Analytics and AI

Retail and CPG organizations rely on vast volumes of data — from ERP and financial planning systems to POS, eCommerce, loyalty platforms, and syndicated market data. But this data is often fragmented, unstructured, and scattered across siloed systems. Preparing it for analytics or AI initiatives is slow, manual, and reliant on a limited pool of technical experts, leaving finance, merchandising, marketing, and operations teams waiting on insight.

At the same time, as AI becomes critical to forecasting, personalization, and margin optimization, most organizations struggle to operationalize it. Disconnected data, manual workflows, and lack of accessible tools prevent teams from scaling AI beyond isolated pilots. Without a streamlined and governed way to prepare and activate data for AI, Retail and CPG companies risk falling behind in both speed and competitiveness.

Alteryx solves these by empowering retail and CPG teams to unify data, automate analytics, and generate AI-powered insights without writing code or waiting on IT and other more technical resources. From optimizing inventory and forecasting demand to personalizing promotions and improving site selection, Alteryx accelerates decisions that drive both revenue and efficiency.

 

Retail and CPG Analytics Success Stories with Alteryx

 
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Value-Driven Retail


Gain a birds eye view
of your entire store network

Intuitive, no code capabilities help retailers analyze data across their entire retail footprints by quickly standardizing data to build high-level global reports and to benchmark store and category performance.


Reduce Supply Chain Risks by Scoring and Prepping Data for Visualization

Create dynamic dashboards that provide real-time visibility into supply chain metrics such as inventory levels, supplier performance, and transportation costs.


Increase Operational Efficiency with Scalable Data Blending and Reporting

Seamless integration with ERP and financial systems helps automate processes like inventory management, demand forecasting, and pricing and tax calculations, reducing manual effort and errors.

 

Common Retail & CPG Solutions with Alteryx

Site Selection with Alteryx

Use location and market data to choose better-performing sites.

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Loyalty Management with Alteryx

Unlock insights from customer behavior to boost retention and value.

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Merchandising with Alteryx

Match products, pricing, and promotions to what actually sells.

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Customer-Intelligence with Alteryx

Know your customers and act on what drives value.

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Supply Chain with Alteryx

Optimize inventory, logistics, and demand with data you control.

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Office of Finance with Alteryx

Accelerate planning, budgeting, tax, and margin analysis across teams.

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Alteryx is one of the platforms we use to make sense of all that essential information. I use it for too many projects to count, for everything from geospatial intelligence to time series forecasting and predictive modeling.

The Coca-Cola Company

Jay Caplan, Senior Business Analytics Manager

The Coca-Cola Company

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The impact Alteryx has had on our team is that it’s enabled us to build better collaborative relationships with outside entities. Personally, I’ve never seen a platform move through Amway as quick as Alteryx.

Amway

Jordan Howell, Lead Data Analyst

Amway

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That’s the beauty of the Alteryx platform: it gave us the freedom to create custom and innovative solutions.

7-Eleven

Raghav Nargotra, Analytics Manager

7-Eleven

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Alteryx Starter Kits for CPG & Retail Analytics

Jumpstart your analytics journey with ready-to-use Starter Kits designed to accelerate insights and simplify complex processes. Browse industry-specific and capability-focused kits to unlock value faster—each one built to streamline data blending, automate workflows, and power smarter decisions.

 
 
Starter Kit

Retail Analytics

Everything you need to gain deeper customer insights, including acquisition analytics, customer lifetime values (LTV), segmentation, and more.

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Starter Kit

Office of Finance

Innovate and modernize financial processes with automated self-service analytics.

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Starter Kit

Supply Chain

Take your supply chain analytics to the next level with our pre-built workflows.

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Starter Kit

Data Blending

Jumpstart your path to mastering data blending and automating repetitive workflow processes.

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Why use Alteryx for Retail & CPG Analytics

Enterprise-Ready and IT-Trusted

Built with enterprise-grade governance, security, and cloud data warehouse integration (Snowflake, Databricks, Azure, etc.)
Connects effortlessly to core retail and CPG systems including ERP, POS, CRM, loyalty platforms, syndicated data providers, and Excel
Supports reusable, auditable workflows that align with compliance, regulatory, and data privacy requirements across retail operations

No-Code / Low-Code User Empowerment

Empowers merchandisers, category managers, financial analysts, marketers, and supply chain teams to access and analyze data without heavy IT support
Combines intuitive drag-and-drop interfaces with the flexibility of low-code customization to suit both business and technical users
Accelerates insight generation across merchandising, customer analytics, financial planning, and supply chain performance

AI - Accelerating

Prepares clean, structured, AI-ready data to support machine learning models, segmentation, forecasting, and customer lifetime value predictions
Integrates with LLMs and AI tools to enable natural language interfaces, AI-assisted data exploration, and embedded intelligence in workflows

Automation - Driven

Automates high-value tasks such as weekly sales reporting, inventory diagnostics, forecast comparisons, and promotional performance tracking
Reduces manual data preparation across retail functions and enables teams to scale scenario planning and exception management
Drives operational efficiency and frees up analyst time to focus on strategic, high-impact initiatives

 

Alteryx Retail & CPG Partners

Service Providers for Retail & CPG Analytics Software with Alteryx

  • Supply Chain
  • Office of Finance
  • Retail
 

Cloud Technology and Infrastructure Partners

 

CPG & Retail Analytics Resources

 
Use Case
Demand Forecasting
Empower finance teams to predict demand shifts faster and more accurately with explainable AI, automated workflows, and unified data across ERP, CRM, and planning systems.
  • Analytics Automation
  • Data Prep and Analytics
  • Data Science and Machine Learning
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Use Case
Fixed Asset Depreciation Automation
Tax teams replace spreadsheet-heavy depreciation work with governed, AI-supported automation that improves accuracy, speeds close cycles, and strengthens planning confidence.
  • Analytics Automation
  • Data Prep and Analytics
  • Data Science and Machine Learning
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Use Case
Loyalty Program Analytics
Unify loyalty, campaign, and purchase data with Alteryx One to measure ROI, forecast retention, and optimize tier performance across every channel.
  • Analytics Automation
  • Data Prep and Analytics
  • Data Science and Machine Learning
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Use Case
Transfer Pricing Automation
Automate and standardize transfer pricing workflows with governed data, repeatable logic, and clear audit documentation using Alteryx One.
  • Analytics Automation
  • Data Prep and Analytics
  • Data Science and Machine Learning
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Use Case
Dynamic Price Scenario Modeling
Finance teams simulate, compare, and update pricing strategies quickly by unifying cost, demand, and market inputs in one place. Automated workflows and AI-supported analysis help analysts refresh assumptions, run scenarios, and support timely pricing recommendations.
  • Analytics Automation
  • Data Prep and Analytics
  • Data Science and Machine Learning
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Use Case
Predictive Maintenance
Predict equipment failure before it happens. Alteryx One connects sensor, IoT, and maintenance data so teams can predict downtime, extend asset life, and improve productivity.
  • Analytics Automation
  • Data Prep and Analytics
  • Data Science and Machine Learning
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Frequently Asked Questions

 
What value does Alteryx analytics solution provide for retailers?

Improved Data Integration and Accessibility:

Easily integrate and prepare data from multiple sources, including POS systems, inventory databases, and customer relationship management (CRM) systems to ensure data is accessible and ready for analysis.

Enhanced Customer Insights:

Predictive analytics and data visualization tools help retailers gain deeper insights into customer behavior and preferences to improve personalized marketing strategies and customer engagement.

Optimized Inventory Management:

Easily prep and blend internal and external signals to optimize inventory levels, reduce stock-outs and overstocks, and improve cash flow.

Streamlined Operational Efficiency:

Save time, reduce errors, and improve efficiency by automating SKU evaluation, demand forecasting, and sales analysis.

Actionable Business Intelligence:

Interactive dashboards and real-time reporting empower data-driven decision-making, allowing retailers to respond quickly to market changes and operational challenges.

Cost Savings and Profitability:

By optimizing processes and improving the accuracy of analytics, Alteryx helps retailers improve pricing strategies, reduce waste, and streamline the supply chain.

Automated Tax and Audit Processes:

Alteryx automates the collection, preparation, and integration of data from various financial and tax systems, reducing manual errors and improving compliance with accurate and timely reports.

 
What does code-free and code-friendly mean?
  • Code-free means executing complex analytics and data science workflows using a drag and drop interface for analytics modeling rather than coding language.
  • Code-friendly means Alteryx can integrate with popular programming languages like Python so coders can use Alteryx to accelerate, organize, and visualize their workflows.
 
How does Alteryx’s solution enable Retailers to leverage Generative AI in their analytics workflows?

Generative AI makes Alteryx tools easier to use and creates new automation and innovation opportunities for knowledge workers. We couple generative AI with other AI models to surface meaningful insights in retail data analytics while minimizing the dependence on prompt construction and visualization design skills.

 
What are the benefits of the Alteryx Analytics platform for Retailers?
  • Enhanced data automation across multiple sources such as point-of-sale (POS) systems, inventory databases, and customer relationship management (CRM) systems.
  • Retailers can leverage advanced analytics and predictive modeling to gain deeper insights into customer behavior, preferences, and purchasing patterns for more effective marketing campaigns, product recommendations, and customer engagement strategies.
  • Optimized inventory management to improve turnover rates, reduce holding costs, and improve cash flow, ultimately enhancing a retailer’s profitability and operational efficiency.